Salesforce and MYOB Integration

Business Challenge

When Opportunities were won in Salesforce there was a manual entry of the Customer details into the MYOB accounting system and a manual update of the Salesforce Opportunity with the Invoice details from MYOB.

This resulted in data errors and inconsistency, as well as consuming a considerable amount of time for the accounting staff involved.

Purpose	Eliminate manual data entry of MYOB orders from Salesforce Opportunities. Automatically update Salesforce Opportunities with MYOB Invoice numbers.
Applications	MYOB Accounting Premier Salesforce.com CRM
Versions	MYOB v12.5 Salesforce
Integration option	Salesforce-MYOB ReadyMade <Demo>
Information	Salesforce Account MYOB Card MYOB Item Salesforce Product Salesforce Opportunity MYOB Order/Invoice MYOB Order/Invoice Number Salesforce Opportunity (Order/Invoice Number)
Data formats	No intermediate data format, Salesforce XML to MYOB database.
Data volumes	< 10/day
Integration process	When Opportunities are closed within Salesforce, a MYOB order is created. Update the Salesforce Opportunity with the Invoice number from MYOB.
Schedule	Hourly
Time Spent	15 minutes
Complexity	Simple
Case Study

Salesforce and MYOB Integration

What is RIO

RIO ReadyMade

RIO In Action

Getting Started

Inside RIO